Chief Operating Officer

Description:

ESSENTIAL DUTIES & RESPONSIBILITIES
Make keynote and high-level presentations such as prospect and client seminars/webcasts to relay compliance requirements, decision-making considerations, and risks/costs/likely outcomes. Complementary training for internal colleagues.
Provide innovative written and in-person support and related processes and procedures to help sales process – ranging from rainmaking, to relationship development, to RFP (writing, editing, template development), to finalist meetings. Attend prospective client meetings and entertainment opportunities with producer/consultant teams to present compliance capabilities, best practices, tools, and Hub resources.
Work closely with clients in ‘bulletproofing’ their program in anticipation of heightened regulatory oversight and enforcement and support clients when audits (i.e. DOL) are triggered.
Promote client engagement in welfare plan compliance and participate/develop 3-5 year strategic plans working closely with internal teams and key clients. Assist clients in anticipating challenges and develop broad strokes as well as tactical plans for managing issues in advance of compliance failures.
Contribute to and collaborate with the National Compliance Team with the intent to share best practices, leverage and provide innovative ideas to strengthen our compliance resources throughout the EB practice.
Assist in onboarding new attorneys that may join the region or come to HUB through acquisition. Oversee the work and collaborative effort and result of the other attorneys in the central region and keep them on-course with respect to the expectations of the CCO role – while understanding the nuances of their particular markets/business segments. Work with HR and Corporate Training as necessary to facilitate the ongoing development of the CCO role.
Create, share, coordinate, review, monitor and evaluate educational material or training sessions to help educate internal colleagues and external clients and prospects on compliance topics and resources.
Collaborate with other teams within Hub regarding compliance-related issues, including but not limited to regional underwriters, resource managers, and CSOs.
Participate as requested in Hub national initiatives, such as key account sales and service models, carrier/partner relationship building, vendor selection, and overall relationship maintenance.
Collaborate with Corporate Communications Team to create straight-forward timely national-level communications on new laws, regulations, and client concerns/solutions, including webinars, seminars, national Hub website content such as blogs, articles, white papers, client bulletins, and marketing collateral. Ensure appropriate content is published and organized intuitively on both internal and external client sites.
Seek out and participate in national and regional seminars and conferences with potential buyers of Hub services to elevate the Hub brand. Represent the company internally and externally as a thought leader on compliance, trends, strategic planning, and leadership.
Provide guidance and assistance to sales and service teams on compliance topics and resources.
Interface with key producers, sales support, and operations leadership to ensure service model is meeting regional and national expectations.
Develop training, processes and templates library in support of training, communication, and other critical client service team initiatives.

QUALIFICATIONS
J.D. degree required with at least 10 years’ experience in the employee benefits field with an insurance carrier and/or regional or national brokerage. Focus in career on health & welfare employee benefits law and in-depth knowledge and capabilities in health reform, ERISA, HIPAA, COBRA, tax, and Medicare, and a working knowledge of federal and state HR laws (to facilitate delegation to HR relationships within Hub region).
Strong plan document drafting, review and editing skills.
Excellent verbal and written communication skills, including formal and informal presentations to groups and prospects/clients. Ability to communicate complex topics in a practical way.
Excellent problem solving, organizational and prioritization skills.
Ability to work in a positive, quick-paced team environment from interacting with local client service account executives to collaborating on national/regional-level deliverables.
Responsiveness to internal staff as questions/client needs arise – speed and accuracy matter equally.
Must have computer knowledge including Microsoft Office (PowerPoint a must) and be able to work in a Windows environment.
Amiable when encountering difficult situations with clients, business partners, and co-workers.
Driven self-starter who can complete tasks with minimal supervision and manage projects to completion.